Partner Onboarding

Create Application

Create a new onboarding application with business details. The applicant receives an invitation email to set their password and complete onboarding.

post/partner/applications

Request

Request body

business_namestring required

Legal business name.

business_date_of_incorporationstring date required

ISO 8601 full-date in the format YYYY-MM-DD (per IETF RFC 3339).

incorporation_state'AL' | 'AK' | 'AZ' | 'AR' | 'CA' | 'CO' | 'CT' | 'DC' | 'DE' | 'FL' | 'GA' | 'HI' | 'ID' | 'IL' | 'IN' | 'IA' | 'KS' | 'KY' | 'LA' | 'ME' | 'MD' | 'MA' | 'MI' | 'MN' | 'MS' | 'MO' | 'MT' | 'NE' | 'NV' | 'NH' | 'NJ' | 'NM' | 'NY' | 'NC' | 'ND' | 'OH' | 'OK' | 'OR' | 'PA' | 'RI' | 'SC' | 'SD' | 'TN' | 'TX' | 'UT' | 'VT' | 'VA' | 'WA' | 'WV' | 'WI' | 'WY' | 'PR'
legal_structure'ccorp' | 'corp' | 'estate' | 'foreign_entity' | 'llc' | 'llp' | 'lp' | 'nonprofit' | 'partnership' | 'scheme' | 'scorp' | 'soleprop' | 'trust' required
user_emailstring email required

Email address of the primary representative who will own the account.

partner_reference_idstring nullable

Your own reference ID for this application, used to make creation idempotent.

Example request

{
  "business_name": "Catnip Coffee Co",
  "business_address": {
    "address": "9 Whisker Way",
    "address_2": "Suite 9",
    "city": "San Francisco",
    "state": "CA",
    "zip": "94105"
  },
  "physical_address": {
    "address": "9 Whisker Way",
    "address_2": "Suite 9",
    "city": "San Francisco",
    "state": "CA",
    "zip": "94105"
  }
}

Response

Successful Response

entity_idstring uuid required

Public ID of the onboarded business entity, stable across the onboarding lifecycle and matching the entity_id used in the Customer API, MCP, and webhook payloads.

status'pending_document_upload' | 'pending_user_action' | 'submitted' | 'under_review' | 'approved' | 'rejected' required
business_namestring nullable required

Legal business name.

created_atstring date-time required

ISO 8601 date-time in the format YYYY-MM-DDThh:mm:ss.nnn[Z|[+|-]hh:mm] (per IETF RFC 3339).

updated_atstring date-time required

ISO 8601 date-time in the format YYYY-MM-DDThh:mm:ss.nnn[Z|[+|-]hh:mm] (per IETF RFC 3339).

application_idstring uuid required

Unique application identifier.

partner_reference_idstring nullable required

Your reference ID.

onboarding_urlstring required

URL the applicant opens to complete onboarding.

Changes

No recorded changes to this operation across all 1 revision of this API.